
Criteo (CRTO) Stock Forecast & Price Target
Criteo (CRTO) Analyst Ratings
Bulls say
Criteo SA reported positive financial results with Performance Media growing 9% year-over-year and Retail Media increasing by 11% on both a reported and FX-neutral basis, indicating robust demand in both segments. The company experienced a slight increase in clients, reaching 17,142 in Q2'25, demonstrating its ability to attract and retain advertisers in a competitive market. Moreover, the firm exceeded expectations with a 2Q contribution ex-TAC of $292 million, up 9% year-over-year, which was significantly above the guidance and consensus estimates, reflecting strong operational performance and efficient capital utilization.
Bears say
Criteo's Retail Media segment experienced a decline in retention rates, with the Same-Retailer Contribution ex-TAC dropping to 112% in Q2 2025, indicating potential challenges in customer retention and satisfaction. Despite EBITDA outperformance attributed to operational leverage and cost discipline, the firm has revised its 12-month price target downward from $42 to $38, reflecting a concerning outlook amidst these mixed operational results. The combination of faltering retention metrics and revised growth expectations poses significant risks to Criteo's future financial stability and market performance.
This aggregate rating is based on analysts' research of Criteo and is not a guaranteed prediction by Public.com or investment advice.
Criteo (CRTO) Analyst Forecast & Price Prediction
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